Civic Intelligence

William H Kalafatic MD

Plan context: William H Kalafatic MD Retirement Plan and Trust

EIN 11-2473370 • Bronx, NY • 27 filings • 3 plans

1049 East 163rd StreetBronx, NY 10459-4510
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,856,481

2025 Contributions

$219,066

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,856,481$928,241$0199920122024YearValue
$1,856,481Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950199920122024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
William H Kalafatic MD Retirement Plan and Trust-0$0$0-
202419$1,856,481$219,066$24,341iApproximate average salary by contribution assumption: employee only about $608,517 at 4% or $405,678 at 6%; with 50% employer match about $405,678 at 4% or $270,452 at 6%; with 100% employer match about $304,258 at 4% or $202,839 at 6%.
William H Kalafatic MD Retirement Plan and Trust-9$1,856,481$219,066$24,341iApproximate average salary by contribution assumption: employee only about $608,517 at 4% or $405,678 at 6%; with 50% employer match about $405,678 at 4% or $270,452 at 6%; with 100% employer match about $304,258 at 4% or $202,839 at 6%.
202319$1,719,454$68,571$7,619iApproximate average salary by contribution assumption: employee only about $190,475 at 4% or $126,983 at 6%; with 50% employer match about $126,983 at 4% or $84,656 at 6%; with 100% employer match about $95,238 at 4% or $63,492 at 6%.
William H Kalafatic MD Retirement Plan and Trust-9$1,719,454$68,571$7,619iApproximate average salary by contribution assumption: employee only about $190,475 at 4% or $126,983 at 6%; with 50% employer match about $126,983 at 4% or $84,656 at 6%; with 100% employer match about $95,238 at 4% or $63,492 at 6%.
202213$1,551,761$63,572$21,191iApproximate average salary by contribution assumption: employee only about $529,767 at 4% or $353,178 at 6%; with 50% employer match about $353,178 at 4% or $235,452 at 6%; with 100% employer match about $264,883 at 4% or $176,589 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,551,761$63,572$21,191iApproximate average salary by contribution assumption: employee only about $529,767 at 4% or $353,178 at 6%; with 50% employer match about $353,178 at 4% or $235,452 at 6%; with 100% employer match about $264,883 at 4% or $176,589 at 6%.
202113$1,784,612$60,500$20,167iApproximate average salary by contribution assumption: employee only about $504,167 at 4% or $336,111 at 6%; with 50% employer match about $336,111 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,056 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,784,612$60,500$20,167iApproximate average salary by contribution assumption: employee only about $504,167 at 4% or $336,111 at 6%; with 50% employer match about $336,111 at 4% or $224,074 at 6%; with 100% employer match about $252,083 at 4% or $168,056 at 6%.
202013$1,670,218$58,695$19,565iApproximate average salary by contribution assumption: employee only about $489,125 at 4% or $326,083 at 6%; with 50% employer match about $326,083 at 4% or $217,389 at 6%; with 100% employer match about $244,563 at 4% or $163,042 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,670,218$58,695$19,565iApproximate average salary by contribution assumption: employee only about $489,125 at 4% or $326,083 at 6%; with 50% employer match about $326,083 at 4% or $217,389 at 6%; with 100% employer match about $244,563 at 4% or $163,042 at 6%.
201913$1,461,312$58,459$19,486iApproximate average salary by contribution assumption: employee only about $487,158 at 4% or $324,772 at 6%; with 50% employer match about $324,772 at 4% or $216,515 at 6%; with 100% employer match about $243,579 at 4% or $162,386 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,461,312$58,459$19,486iApproximate average salary by contribution assumption: employee only about $487,158 at 4% or $324,772 at 6%; with 50% employer match about $324,772 at 4% or $216,515 at 6%; with 100% employer match about $243,579 at 4% or $162,386 at 6%.
201813$1,275,217$57,517$19,172iApproximate average salary by contribution assumption: employee only about $479,308 at 4% or $319,539 at 6%; with 50% employer match about $319,539 at 4% or $213,026 at 6%; with 100% employer match about $239,654 at 4% or $159,769 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,275,217$57,517$19,172iApproximate average salary by contribution assumption: employee only about $479,308 at 4% or $319,539 at 6%; with 50% employer match about $319,539 at 4% or $213,026 at 6%; with 100% employer match about $239,654 at 4% or $159,769 at 6%.
201713$1,313,217$56,303$18,768iApproximate average salary by contribution assumption: employee only about $469,192 at 4% or $312,794 at 6%; with 50% employer match about $312,794 at 4% or $208,530 at 6%; with 100% employer match about $234,596 at 4% or $156,397 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,313,217$56,303$18,768iApproximate average salary by contribution assumption: employee only about $469,192 at 4% or $312,794 at 6%; with 50% employer match about $312,794 at 4% or $208,530 at 6%; with 100% employer match about $234,596 at 4% or $156,397 at 6%.
201613$1,196,971$56,511$18,837iApproximate average salary by contribution assumption: employee only about $470,925 at 4% or $313,950 at 6%; with 50% employer match about $313,950 at 4% or $209,300 at 6%; with 100% employer match about $235,463 at 4% or $156,975 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,196,971$56,511$18,837iApproximate average salary by contribution assumption: employee only about $470,925 at 4% or $313,950 at 6%; with 50% employer match about $313,950 at 4% or $209,300 at 6%; with 100% employer match about $235,463 at 4% or $156,975 at 6%.
201514$1,167,453$56,687$14,172iApproximate average salary by contribution assumption: employee only about $354,294 at 4% or $236,196 at 6%; with 50% employer match about $236,196 at 4% or $157,464 at 6%; with 100% employer match about $177,147 at 4% or $118,098 at 6%.
William H Kalafatic MD Retirement Plan and Trust-4$1,167,453$56,687$14,172iApproximate average salary by contribution assumption: employee only about $354,294 at 4% or $236,196 at 6%; with 50% employer match about $236,196 at 4% or $157,464 at 6%; with 100% employer match about $177,147 at 4% or $118,098 at 6%.
201412$1,116,630$53,339$26,670iApproximate average salary by contribution assumption: employee only about $666,738 at 4% or $444,492 at 6%; with 50% employer match about $444,492 at 4% or $296,328 at 6%; with 100% employer match about $333,369 at 4% or $222,246 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$1,116,630$53,339$26,670iApproximate average salary by contribution assumption: employee only about $666,738 at 4% or $444,492 at 6%; with 50% employer match about $444,492 at 4% or $296,328 at 6%; with 100% employer match about $333,369 at 4% or $222,246 at 6%.
201313$1,058,399$53,207$17,736iApproximate average salary by contribution assumption: employee only about $443,392 at 4% or $295,594 at 6%; with 50% employer match about $295,594 at 4% or $197,063 at 6%; with 100% employer match about $221,696 at 4% or $147,797 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,058,399$53,207$17,736iApproximate average salary by contribution assumption: employee only about $443,392 at 4% or $295,594 at 6%; with 50% employer match about $295,594 at 4% or $197,063 at 6%; with 100% employer match about $221,696 at 4% or $147,797 at 6%.
201213$1,003,740$51,692$17,231iApproximate average salary by contribution assumption: employee only about $430,767 at 4% or $287,178 at 6%; with 50% employer match about $287,178 at 4% or $191,452 at 6%; with 100% employer match about $215,383 at 4% or $143,589 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$1,003,740$51,692$17,231iApproximate average salary by contribution assumption: employee only about $430,767 at 4% or $287,178 at 6%; with 50% employer match about $287,178 at 4% or $191,452 at 6%; with 100% employer match about $215,383 at 4% or $143,589 at 6%.
201113$949,768$46,349$15,450iApproximate average salary by contribution assumption: employee only about $386,242 at 4% or $257,494 at 6%; with 50% employer match about $257,494 at 4% or $171,663 at 6%; with 100% employer match about $193,121 at 4% or $128,747 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$949,768$46,349$15,450iApproximate average salary by contribution assumption: employee only about $386,242 at 4% or $257,494 at 6%; with 50% employer match about $257,494 at 4% or $171,663 at 6%; with 100% employer match about $193,121 at 4% or $128,747 at 6%.
201013$900,737$285,700$95,233iApproximate average salary by contribution assumption: employee only about $2,380,833 at 4% or $1,587,222 at 6%; with 50% employer match about $1,587,222 at 4% or $1,058,148 at 6%; with 100% employer match about $1,190,417 at 4% or $793,611 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$900,737$285,700$95,233iApproximate average salary by contribution assumption: employee only about $2,380,833 at 4% or $1,587,222 at 6%; with 50% employer match about $1,587,222 at 4% or $1,058,148 at 6%; with 100% employer match about $1,190,417 at 4% or $793,611 at 6%.
200912$611,784$35,784$17,892iApproximate average salary by contribution assumption: employee only about $447,300 at 4% or $298,200 at 6%; with 50% employer match about $298,200 at 4% or $198,800 at 6%; with 100% employer match about $223,650 at 4% or $149,100 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$611,784$35,784$17,892iApproximate average salary by contribution assumption: employee only about $447,300 at 4% or $298,200 at 6%; with 50% employer match about $298,200 at 4% or $198,800 at 6%; with 100% employer match about $223,650 at 4% or $149,100 at 6%.
200812$576,834$49,910$24,955iApproximate average salary by contribution assumption: employee only about $623,875 at 4% or $415,917 at 6%; with 50% employer match about $415,917 at 4% or $277,278 at 6%; with 100% employer match about $311,938 at 4% or $207,958 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$576,834$49,910$24,955iApproximate average salary by contribution assumption: employee only about $623,875 at 4% or $415,917 at 6%; with 50% employer match about $415,917 at 4% or $277,278 at 6%; with 100% employer match about $311,938 at 4% or $207,958 at 6%.
200713$524,356$47,999$16,000iApproximate average salary by contribution assumption: employee only about $399,992 at 4% or $266,661 at 6%; with 50% employer match about $266,661 at 4% or $177,774 at 6%; with 100% employer match about $199,996 at 4% or $133,331 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$524,356$47,999$16,000iApproximate average salary by contribution assumption: employee only about $399,992 at 4% or $266,661 at 6%; with 50% employer match about $266,661 at 4% or $177,774 at 6%; with 100% employer match about $199,996 at 4% or $133,331 at 6%.
200613$464,915$45,877$15,292iApproximate average salary by contribution assumption: employee only about $382,308 at 4% or $254,872 at 6%; with 50% employer match about $254,872 at 4% or $169,915 at 6%; with 100% employer match about $191,154 at 4% or $127,436 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$464,915$45,877$15,292iApproximate average salary by contribution assumption: employee only about $382,308 at 4% or $254,872 at 6%; with 50% employer match about $254,872 at 4% or $169,915 at 6%; with 100% employer match about $191,154 at 4% or $127,436 at 6%.
200512$415,755$42,229$21,115iApproximate average salary by contribution assumption: employee only about $527,863 at 4% or $351,908 at 6%; with 50% employer match about $351,908 at 4% or $234,606 at 6%; with 100% employer match about $263,931 at 4% or $175,954 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$415,755$42,229$21,115iApproximate average salary by contribution assumption: employee only about $527,863 at 4% or $351,908 at 6%; with 50% employer match about $351,908 at 4% or $234,606 at 6%; with 100% employer match about $263,931 at 4% or $175,954 at 6%.
200412$379,133$42,056$21,028iApproximate average salary by contribution assumption: employee only about $525,700 at 4% or $350,467 at 6%; with 50% employer match about $350,467 at 4% or $233,644 at 6%; with 100% employer match about $262,850 at 4% or $175,233 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$379,133$42,056$21,028iApproximate average salary by contribution assumption: employee only about $525,700 at 4% or $350,467 at 6%; with 50% employer match about $350,467 at 4% or $233,644 at 6%; with 100% employer match about $262,850 at 4% or $175,233 at 6%.
200312$341,805$41,781$20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$341,805$41,781$20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%.
200213$301,004$41,669$13,890iApproximate average salary by contribution assumption: employee only about $347,242 at 4% or $231,494 at 6%; with 50% employer match about $231,494 at 4% or $154,330 at 6%; with 100% employer match about $173,621 at 4% or $115,747 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$301,004$41,669$13,890iApproximate average salary by contribution assumption: employee only about $347,242 at 4% or $231,494 at 6%; with 50% employer match about $231,494 at 4% or $154,330 at 6%; with 100% employer match about $173,621 at 4% or $115,747 at 6%.
200114$0$0-
William H Kalafatic MD Retirement Plan and Trust-4---
200013$223,404$31,038$10,346iApproximate average salary by contribution assumption: employee only about $258,650 at 4% or $172,433 at 6%; with 50% employer match about $172,433 at 4% or $114,956 at 6%; with 100% employer match about $129,325 at 4% or $86,217 at 6%.
William H Kalafatic MD Retirement Plan and Trust-3$223,404$31,038$10,346iApproximate average salary by contribution assumption: employee only about $258,650 at 4% or $172,433 at 6%; with 50% employer match about $172,433 at 4% or $114,956 at 6%; with 100% employer match about $129,325 at 4% or $86,217 at 6%.
199912$187,360$26,520$13,260iApproximate average salary by contribution assumption: employee only about $331,500 at 4% or $221,000 at 6%; with 50% employer match about $221,000 at 4% or $147,333 at 6%; with 100% employer match about $165,750 at 4% or $110,500 at 6%.
William H Kalafatic MD Retirement Plan and Trust-2$187,360$26,520$13,260iApproximate average salary by contribution assumption: employee only about $331,500 at 4% or $221,000 at 6%; with 50% employer match about $221,000 at 4% or $147,333 at 6%; with 100% employer match about $165,750 at 4% or $110,500 at 6%.
William H Kalafatic MD | EIN 11-2473370 | 2025 Form 5500 Company Profile